I want to download my 1099-b from Merrill Lynch Is there a tool to do this?

[ErinH]

Yes. Merrill Lynch is partnered with TurboTax to allow you to import your 1099-B. Please see this helpful FAQ for instructions: https://ttlc.intuit.com/replies/3389470

[LindaB1993]

Turbotax does provide the import feature for the Form 1099-B. Please check with Merrill Lynch to see if the forms are available.  It generally takes 3 days to activate the link in TurboTax after Merrill Lynch provides you access to the Form 1099-B on their website.

Once you login to TurboTax, select Personal Income Tab 

1. Navigate to the section labeled Investment Income and select the entry for “Stocks, Mutual Funds, Bonds, Other”.
2. When prompted with “Did you sell any investments in 2018?” and “Did you get a 1099-B or a brokerage statement for these sales?” click the “Yes” button.
3. Search for “Merrill Lynch”, select the entry, then click Continue.
4. When prompted for your Merrill Lynch Login, use the user ID and password for your Merrill Lynch account.
5. Click Import Now and your transactions should be imported.

Please click on the following link for additional detailed instructions.

How to import Form 1099-B from Merrill Lynch

[nanajeanette]

I want to down load my 1099-b

[TerukoL]

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

Please click How do I import my 1099? to learn more. 

[Pm072367]

i want to download my 1099-b from Merrill Lynch 

[AmyC]

Please click How do I import my 1099? to learn more. 

@Pm072367

[Jenniferhope001]

I want to down load my 1099 tax form

[DoninGA]

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@Jenniferhope001 wrote:

I want to down load my 1099 tax form

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See this TurboTax support FAQ for importing a form 1099 - https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

[garyroach]

How do I do this

[AkinaLO]

This article will provide instructions on how to download your 1099. 

How to upload your 1099 to TurboTax 

@garyroach

[anndreineedstodownload]

I understand how to import the document. thank you.

but how do I DOWNLOAD the actual 1099r ? Cause Turbotax asks to fill in the info like

Distribution info

Box 1 - Gross distribution

Box 2a - Taxable amount

Box 2b

Taxable amount not determined box is checked

Total distribution is checked

I do not see 1099r in my Merrill Lynch account. I have 1099-R Tax Reporting Statement, which just answers common questions. 

[ThomasM125]

You can't download the form using TurboTax. You should be able to log into your account with Merrill Lynch and download it from their website.